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VSCGX vs VWINX
VSCGX vs VWINX Comparison
Open Charts VSCGX vs VWINX
Vanguard LifeStrategy Cnsrv Gr I
Price$20.74
Change+$0.09 (+0.44%)
VolumeN/A
Net Assets10.08B
Vanguard Wellesley® Income I
Price$25.06
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets48.9B
VSCGX vs VWINX Comparison Chart
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VSCGX vs. VWINX commentary
May 05, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is VSCGX is a Hold and VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.9B vs. VSCGX (10.1B). VWINX pays higher dividends than VSCGX: VWINX (3.69) vs VSCGX (3.19). VSCGX was incepted earlier than VWINX: VSCGX (31 years) vs VWINX (55 years). VWINX (0.23) is less costly to investors than VSCGX (0.12). VWINX is a more actively managed with annual turnover of: 59.00 vs. VSCGX (5.00). VSCGX (3000) and VWINX (3000) have matching initial minimum investment requirements. VWINX (3.78) and VSCGX (3.76) have marching annual gain over last year. VSCGX return over 5 years is better than : 11.51 vs. VWINX (5.04).
| VSCGX | VWINX | VSCGX / VWINX | |
| Total Expense Ratio | 0.12 | 0.23 | 52% |
| Annual Report Gross Expense Ratio | 0.12 | 0.23 | 52% |
| Fund Existence | 31 years | 55 years | - |
| Gain YTD | 1.996 | 1.819 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 48.9B | 21% |
| Annual Yield % from dividends | 3.19 | 3.69 | 86% |
| Returns for 1 year | 3.76 | 3.78 | 100% |
| Returns for 3 years | 6.32 | 0.82 | 767% |
| Returns for 5 years | 11.51 | 5.04 | 228% |
| Returns for 10 years | 29.61 | 17.94 | 165% |
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